ETF SER SOLUTIONS

KFG Wealth Management ($15.4M) and Uniting Wealth Partners ($12.7M) together account for roughly 74% of the disclosed book, with Blue Bell Private Wealth ($5.4M) third. That pattern — the same two RIAs anchoring multiple buffer ETFs — reflects wholesale adoption of the defined-outcome strategy across a wealth manager's client base.

For readers, OCTB's 13F profile is an advisory-adoption story: two firms implementing buffered-equity exposure at scale. The signal is model-portfolio allocation rather than conviction in an underlying security.